Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10.7KNew |
$1.53M - $1.65M
|
10.7K
$1.86M
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.7K+ 17.19% |
$1.53M - $1.64M
|
72.8K
$12.6M
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
10.6KNew |
$1.52M - $1.63M
|
10.6K
$1.84M
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
10.6K+ 16.74% |
$1.51M - $1.62M
|
73.7K
$12.8M
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
10.5K+ 14.74% |
$1.5M - $1.61M
|
81.8K
$14.2M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 6.38% |
$1.5M - $1.61M
|
175K
$30.3M
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
10.4KNew |
$1.49M - $1.6M
|
10.4K
$1.81M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 66.25% |
$1.49M - $1.6M
|
26.2K
$4.54M
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.3K+ 8.2% |
$1.48M - $1.58M
|
136K
$23.7M
|
|
Feb 14, 2024
Q4 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.2K+ 28.7% |
$1.45M - $1.56M
|
45.5K
$7.9M
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.1KNew |
$1.45M - $1.56M
|
10.1K
$1.76M
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.1K+ 129.65% |
$1.45M - $1.55M
|
17.9K
$3.11M
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.1K+ 3.4% |
$1.45M - $1.55M
|
307K
$53.3M
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 13.48% |
$1.44M - $1.55M
|
84.8K
$14.7M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.97K+ 3.32% |
$1.43M - $1.53M
|
310K
$53.8M
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
9.93KNew |
$1.42M - $1.52M
|
9.93K
$1.72M
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
9.92KNew |
$1.42M - $1.52M
|
9.92K
$1.72M
|
|
Feb 13, 2024
Q4 2023
|
Belmont Capital, LLC
|
BUY
|
- |
9.8K+ 122.69% |
$1.4M - $1.5M
|
17.8K
$3.09M
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
9.79K+ 17.71% |
$1.4M - $1.5M
|
65.1K
$11.3M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.7KNew |
$1.39M - $1.49M
|
9.7K
$1.68M
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
9.57KNew |
$1.37M - $1.47M
|
9.57K
$1.66M
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
9.51K+ 33.38% |
$1.36M - $1.46M
|
38K
$6.6M
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
9.46K+ 45.27% |
$1.35M - $1.45M
|
30.3K
$5.27M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9.44KNew |
$1.35M - $1.45M
|
9.44K
$1.64M
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
9.27KNew |
$1.33M - $1.42M
|
9.27K
$1.61M
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
9.19K+ 32.28% |
$1.31M - $1.41M
|
37.6K
$6.53M
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.18K+ 17.93% |
$1.31M - $1.41M
|
60.4K
$10.5M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.12K+ 5.25% |
$1.3M - $1.4M
|
183K
$31.7M
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9.11K+ 9.48% |
$1.3M - $1.4M
|
105K
$18.3M
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
9.1KNew |
$1.3M - $1.4M
|
9.1K
$1.58M
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
9K+ 3.83% |
$1.29M - $1.38M
|
244K
$42.4M
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
8.95KNew |
$1.28M - $1.37M
|
8.95K
$1.55M
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
8.84KNew |
$1.26M - $1.36M
|
8.84K
$1.53M
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
8.82K+ 99.41% |
$1.26M - $1.35M
|
17.7K
$3.07M
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
8.8K+ 3.82% |
$1.26M - $1.35M
|
239K
$41.5M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.73KNew |
$1.25M - $1.34M
|
8.73K
$1.52M
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
8.69KNew |
$1.24M - $1.33M
|
8.69K
$1.51M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
8.67K+ 8.29% |
$1.24M - $1.33M
|
113K
$19.6M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
8.59K+ 15.77% |
$1.23M - $1.32M
|
63.1K
$10.9M
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.5K+ 4.31% |
$1.22M - $1.31M
|
206K
$35.7M
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
8.48KNew |
$1.21M - $1.3M
|
8.48K
$1.47M
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
8.43K+ 20.41% |
$1.21M - $1.29M
|
49.7K
$8.63M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.3K+ 11.43% |
$1.19M - $1.27M
|
81K
$14.1M
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
8.3KNew |
$1.19M - $1.27M
|
8.3K
$1.44M
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.21KNew |
$1.17M - $1.26M
|
8.21K
$1.42M
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
8.2K+ 5.48% |
$1.17M - $1.26M
|
158K
$27.4M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.18K+ 18.22% |
$1.17M - $1.26M
|
53.1K
$9.21M
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
8.16KNew |
$1.17M - $1.25M
|
8.16K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
8.16KNew |
$1.17M - $1.25M
|
8.16K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.15K+ 1.99% |
$1.17M - $1.25M
|
418K
$72.5M
|